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Disclosery

PSI Advisors, LLC: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PSI Advisors, LLC on CRM, newest first. How the timeline and the estimate are built.

PSI Advisors, LLC held 0 CRM shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -825 shares

    13F-HR 0001779040-26-000002 filed by PSI Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 825 shares
    Change vs previous 13F +825 shares

    0.05% of the 13F portfolio, value $218,550.

    13F-HR 0001779040-26-000001 filed by PSI Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -825 shares

    13F-HR 0001779040-25-000007 filed by PSI Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-06-30
    13F 825 shares
    Change vs previous 13F -199 shares

    0.11% of the 13F portfolio, value $224,972.

    13F-HR 0001779040-25-000005 filed by PSI Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 1,024 shares
    Change vs previous 13F -189 shares

    0.09% of the 13F portfolio, value $274,802.

    13F-HR 0001779040-25-000003 filed by PSI Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 1,213 shares
    Change vs previous 13F -661 shares

    0.12% of the 13F portfolio, value $405,213.

    13F-HR 0001779040-25-000001 filed by PSI Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 1,874 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $512,661.

    13F-HR 0001779040-24-000007 filed by PSI Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).